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Are We There Yet? - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the recent widening in credit spreads including when, and at what level, spreads are likely to find stability. Oth…

4 years, 6 months ago

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Flight of the Hawks - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 22nd, 2022, and respond to questions s…

4 years, 7 months ago

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All About QT - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their estimates around balance sheet normalization including the terminal size of the Fed’s balance sheet and when…

4 years, 7 months ago

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Don't Jimmy Me, Jimmy - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 14th, 2022, and respond to questions s…

4 years, 7 months ago

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Snow Drift - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss the recent widening in credit as well as the levels and macro conditions that will result in stability in credit. …

4 years, 7 months ago

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Forecasting Error - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 7th, 2022, and respond to questions su…

4 years, 7 months ago

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The Great U-Turn - Monthly Roundtable

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Belton and Ben Jeffery from BMO CM’s FICC Macro Strategy debate…

4 years, 7 months ago

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All Fed, No Fade - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 31st, 2022, and respond to questions su…

4 years, 7 months ago

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Reactions to the January 2022 FOMC - High Quality Credit Spreads

Dan Krieter and Dan Belton give their takeaways from the January Fed meeting. Topics include the Fed’s guidance on balance sheet normalization, the p…

4 years, 7 months ago

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Trading By Committee - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 24th, 2022, and respond to questions su…

4 years, 7 months ago

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